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Wharton Business Group’s ProShares Ultra Financials UYG Stock Holding History

Wharton Business Group’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,520
Closed -$215K – 141
2024
Q4 		$215K Buy
+2,520
New +$217K 0.01% 130

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wharton Business Group's UYG Position: Q1 2025 in Review

Wharton Business Group sold out of ProShares Ultra Financials (UYG) in Q1 2025, closing a stake of 2,520 shares — an estimated $215K sold.

Wharton Business Group first reported a position in UYG in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 79 funds tracked by Wall St. Rank hold UYG as of Q1 2025.

  • Wharton Business Group reported no remaining ProShares Ultra Financials position as of Q1 2025 after selling out during the quarter.
  • Wharton Business Group sold 2,520 ProShares Ultra Financials shares in Q1 2025, an estimated $215K.
  • Wharton Business Group first reported a position in ProShares Ultra Financials in Q4 2024 and held it in 1 quarter.
  • Wharton Business Group's ProShares Ultra Financials position peaked at $215K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2025.

Based on Wharton Business Group's 13F filing for Q1 2025, filed 9 May 2025.